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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,281 | $72,607-66.6% | $90,259-73.1% | $87,485-72.2% |
| Participation rate | 40.0% | 64.8%-24.8pp | 70.7%-30.7pp | 68.9%-28.9pp |
| Annual return | 11.89% | 18.59%-6.7pp | 18.88%-7.0pp | 26.06%-14.2pp |
| Employer contribution / active EE | $566 | $1,919-70.5% | $2,291-75.3% | $2,596-78.2% |
| Participant deferral / active EE | $1,963 | $3,055-35.7% | $3,827-48.7% | $4,274-54.1% |
| Admin fee / account holder | $1,134 | $5,947-80.9% | $7,267-84.4% | $7,775-85.4% |